Kolinsky Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $581K | Buy |
|
|||||
|
2024
Q3 | $534K | Buy |
|
|||||
|
2024
Q2 | $388K | Buy |
|
|||||
|
2024
Q1 | $375K | Buy |
|
|||||
|
2023
Q4 | $289K | Buy |
|
|||||
|
2023
Q3 | $249K | Buy |
|
|||||
|
2023
Q2 | $258K | Buy |
|
|||||
|
2023
Q1 | $233K | Buy |
|
|||||
|
2022
Q4 | $218K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $203K | Buy |
|
|||||
|
2022
Q1 | $239K | Buy |
|